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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
RiverGlades Family Offices
Naples,
Florida
| USD 108 M | -USD 24.7 M | -19% | 12.4% | – | 86 | 15.12% | 2.6 |
|
| 5802 |
5802
Meros Investment Management
Dallas,
Texas
| USD 108 M | -USD 18.5 M | -15% | 13% | 102% | 38 | 15.79% | 0.5 |
|
| 5803 |
5803
325 Capital
New York
| USD 108 M | -USD 24 M | -18% | 15.7% | 226% | 10 | 10% | 0.4 |
|
| 5804 |
EIM
5804
Ervin Investment Management
Seattle,
Washington
| USD 108 M | -USD 22.9 M | -18% | 18.1% | 92.9% | 34 | 2.94% | 0.5 |
|
| 5805 |
5805
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 108 M | -USD 215 M | -67% | 12.8% | 45.6% | 1 | 0% | 0.5 |
|
| 5806 |
5806
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 107 M | -USD 4.89 M | -4% | 10.1% | 52.2% | 66 | 12.12% | 4.2 |
|
| 5807 |
5807
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 107 M | -USD 9.01 M | -8% | 11.9% | 54.2% | 35 | 14.29% | 0.9 |
|
| 5808 |
5808
Leverty Financial Group
Hudson,
Wisconsin
| USD 107 M | -USD 19.5 M | -15% | 15.4% | 57.3% | 25 | 12% | 0.5 |
|
| 5809 |
5809
Tree Line Advisors
Central,
Hong Kong
| USD 107 M | -USD 61.8 M | -37% | 34.7% | 670% | 6 | 0% | 1.4 |
|
| 5810 |
5810
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 107 M | -USD 27.7 M | -21% | 15.2% | 52.4% | 49 | 20.41% | 3.8 |
|
| 5811 |
5811
Fort Henry Capital
Wheeling,
West Virginia
| USD 107 M | -USD 8.73 M | -8% | 10.5% | 39.3% | 15 | 0% | 1.2 |
|
| 5812 |
5812
Schubert & Co
Mckinney,
Texas
| USD 107 M | +USD 15.9 M | +17% | 13.9% | 47.3% | 1,677 | 18.01% | 0.4 |
|
| 5813 |
5813
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 107 M | -USD 4.68 M | -4% | 11.7% | 51.7% | 351 | 8.55% | 0.5 |
|
| 5814 |
5814
Carmel Capital Partners
San Diego,
California
| USD 107 M | -USD 12.7 M | -11% | 15.1% | 65.1% | 134 | 25.37% | 0.4 |
|
| 5815 |
5815
Planned Solutions
Folsom,
California
| USD 107 M | -USD 36.3 M | -25% | 12.8% | 68.3% | 72 | 13.89% | 1.5 |
|
| 5816 |
5816
Gitterman Wealth Management
Edison,
New Jersey
| USD 107 M | -USD 17.3 M | -14% | 6.73% | 33% | 112 | 48.21% | 0.8 |
|
| 5817 |
5817
Shore Point Advisors
Brielle,
New Jersey
| USD 107 M | -USD 8.24 M | -7% | 13.1% | 54.6% | 44 | 34.09% | 0.4 |
|
| 5818 |
WAM
5818
Werlinich Asset Management
Stamford,
Connecticut
| USD 107 M | -USD 24.3 M | -19% | 14.4% | 232% | 59 | 11.86% | 1.1 |
|
| 5819 |
5819
Keene & Associates
Fort Worth,
Texas
| USD 107 M | -USD 15.7 M | -13% | 9.52% | 20.3% | 83 | 6.02% | 0.5 |
|
| 5820 |
5820
Montis Financial
Waltham,
Massachusetts
| USD 107 M | -USD 21.2 M | -17% | 16.2% | 46% | 66 | 7.58% | 1.4 |
|
| 5821 |
5821
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 107 M | -USD 30.8 M | -22% | 13.4% | 113% | 81 | 40.74% | 1.2 |
|
| 5822 |
5822
GoalFusion Wealth Management
Austin,
Texas
| USD 107 M | -USD 9.37 M | -8% | 10.5% | 47.6% | 22 | 22.73% | 0.4 |
|
| 5823 |
VCM
5823
Viewpoint Capital Management
Seattle,
Washington
| USD 107 M | -USD 23.1 M | -18% | 16.9% | 120% | 121 | 7.44% | 0.5 |
|
| 5824 |
5824
Greylock 15
Menlo Park,
California
| USD 107 M | -USD 167 M | -61% | 51.5% | 17.8% | 4 | 0% | 0.8 |
|
| 5825 |
5825
4Thought Financial Group
Syosset,
New York
| USD 107 M | -USD 6.17 M | -5% | 11% | 37.6% | 105 | 10.48% | 1.1 |
|